Configuring Similar Records Suggestions in Dynamics 365

Through Similar Record Suggestions, users while working on a particular record inside Dynamics 365, can quickly find similar records and can use this information to better serve their customers. For example, while working on a case, users can find similar cases and can use the information in those similar cases to resolve the current case.

To configure Similar Records Suggestions in Dynamics 365:

  1. Connect Text Analysis Connection with Dynamics 365, which we have already done earlier
  2. Inside Dynamics 365, go to Settings | Data Management and select Similar Records Suggestions Settings.
  1. Create a new Advanced Similarity Rules for the Case entity as shown in the following screenshot:

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